Analyst Finance (Full Time 1 Month Contract)

Mackenzie Investments; Toronto; On-site; CAD 58,000 - 73,000; Part time

Benefits offered by this job

Hybrid work model

Job summary

Mackenzie Investments in Canada is seeking a contract Analyst in Fund Financial Reporting for a 1-month assignment. The Analyst reports to the Senior Analyst or Manager and prepares financial statements, MRFPs, and portfolio data for Mackenzie and IG funds.

The role requires independent work, strong Excel skills, and familiarity with mutual funds; CPA program enrollment preferred and knowledge of AI tools to enhance productivity. You will contribute to timely deliverables and ad hoc projects.

Qualifications

• Enrollment in the CPA program is preferred.
• Demonstrated auditing or accounting experience in the investment fund industry is an asset.
• Strong analytical skills and attention to detail are essential; advanced Excel skills required.
• Familiarity with mutual fund trusts and mutual fund corporations.
• Ability to work independently with minimal supervision; excellent verbal and written communication.

Responsibilities

• Preparing the interim and annual financial statements and MRFPs for mutual funds and pooled funds, as necessary.
• Ensuring data for each fund's financial statements and MRFPs is accurate and timely.
• Coordinating the creation of final PDF documents with a desktop vendor and ensuring data, tables, and charts are accurate.
• Ensuring all internal and regulatory timelines are met.
• Managing the version control process for various drafts in soft and hard copy.
• Assisting in various adhoc projects, as necessary.

Skills

Analytical thinking

Attention to detail

Independent work

Verbal communication

Written communication

Education

CPA program enrollment

Tools

Microsoft Excel

AI tools (Copilot, ChatGPT, etc.)

Job description

Job Description

Mackenzie Investments

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

Job Purpose

The Fund Financial Reporting Department is accepting applications for the 1-month contract position of Analyst. The Analyst reports directly to the Senior Analyst and/or Manager. The Analyst works independently to prepare and analyze financial, statistical and portfolio information on the Mackenzie and IG managed mutual funds, exchange traded funds and pooled funds.

Responsibilities

The Analyst is responsible for:

• Preparing the interim and annual financial statements and management reports of the fund performance (MRFP) for mutual funds and pooled funds, as necessary;
• Ensuring all data for each fund's financial statement and MRFP is accurate and completed within a tight regulatory timeline;
• Coordinating the creation of final PDF documents with a desktop vendor and ensuring all changes to data, tables, and charts are done accurately;
• Ensuring all internal and regulatory timelines are met
• Managing the version control process for various financial statement and MRFP drafts in both soft and hard copy.
• Assisting in various adhoc projects, as necessary.

Qualifications

To carry out these responsibilities, the following qualifications are required:

• Enrollment in the CPA program is preferred;
• Demonstrated auditing or accounting experience in the investment fund industry is an asset;
• Familiarity with financial instruments, including various derivatives;
• Familiarity with both mutual fund trusts and mutual fund corporations;
• Ability to work independently with minimal supervision;
• Strong analytical skills with attention to detail;
• Advanced knowledge of Microsoft Excel;
• Working knowledge of generative AI tools (e.g., Microsoft Copilot, ChatGPT, Google Gemini) to support productivity and analysis
• Excellent verbal and written communication skills.

The expected annual base salary range for this role is $58,000 - $72,500 which is determined based on skills, knowledge and experience and geographic location

Benefits:

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Please apply by October 31 2026.